It’s coming up on that time of year again. Believe it or not, we are in the last quarter of the year, which is your cue to start gathering the information to build annual reports for your business or your clients business’. I heard that groan… don’t...

Unless you have been living under a rock, chances are you have heard the term “Cloud technology.” It is becoming the new norm in many industries, including the accounting industry. Intuit predicts that 78% of small businesses will use cloud technology by...

Financial reporting is a tough play. We get it. You, as the financial advisor, are required to provide reports that are insightful, beautiful, and that deliver a clear message. That’s a tall order. If that weren’t enough, your client is judging YOU on...

Did that title make you cringe a little? I promise you are not alone; we all are guilty of having at least one lazy accounting habit. It doesn’t matter how long you have been in business; we could all use a small reminder (or large reminder!) of some best...

Two ways to spend less time at the office and have happier clients We have all heard the quote “No one ever said on their deathbed they wish they had spent more time at the office.” We love our jobs and find great satisfaction in what we do and how we help...